Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (PFM)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PFM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
136New |
$4.78K - $5.14K
|
136
$6.25K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
6New |
$211 - $227
|
6
$276
|
|
| Q4 2022 | |||||||
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
18.4KNew |
$598K - $699K
|
18.4K
$845K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
6.18KNew |
$201K - $235K
|
6.18K
$284K
|
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
6KNew |
$195K - $228K
|
6K
$276K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.99KNew |
$130K - $152K
|
3.99K
$183K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.13KNew |
$69.2K - $81K
|
2.13K
$97.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
900New |
$29.2K - $34.2K
|
900
$41.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
800New |
$26K - $30.4K
|
800
$36.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
800New |
$26K - $30.4K
|
800
$36.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
657New |
$21.3K - $25K
|
657
$30.2K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
160New |
$5.2K - $6.08K
|
160
$7.35K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
102New |
$3.31K - $3.88K
|
102
$4.69K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.4KNew |
$466K - $548K
|
14.4K
$663K
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
663New |
$21.4K - $25.2K
|
663
$30.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
165New |
$5.34K - $6.27K
|
165
$7.58K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
135+ 10.47% |
$4.37K - $5.13K
|
1.43K
$65.5K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
18+ 0.16% |
$582 - $684
|
11.3K
$519K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
17New |
$550 - $646
|
17
$781
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 0.66% |
$64.7 - $76
|
306
$14.1K
|
|
| Q2 2022 | |||||||
|
Jul 28, 2022
Q2 2022
|
Banco Santander, S.A.
|
BUY
|
- |
46.4KNew |
$1.55M - $1.81M
|
46.4K
$2.13M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
414New |
$13.8K - $16.2K
|
414
$19K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
9+ 0.51% |
$300 - $351
|
1.77K
$81.5K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3New |
$100 - $117
|
3
$138
|
|
| Q1 2022 | |||||||
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
46.3KNew |
$1.69M - $1.85M
|
46.3K
$2.13M
|
|
|
May 16, 2022
Q1 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
650New |
$23.7K - $26K
|
650
$29.9K
|
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
259New |
$9.45K - $10.3K
|
259
$11.9K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
54+ 48.65% |
$1.97K - $2.16K
|
165
$7.58K
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
300+ 75.0% |
$9.63K - $10.4K
|
700
$32.2K
|
|
| Q4 2020 | |||||||
|
Feb 11, 2021
Q4 2020
|
Annapolis Financial Services, LLC
|
BUY
|
- |
4KNew |
$118K - $132K
|
4K
$184K
|
|
| Q2 2020 | |||||||
|
Jul 08, 2020
Q2 2020
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
8.03KNew |
$191K - $241K
|
8.03K
$369K
|
|
|
Jul 10, 2020
Q2 2020
|
Gradient Investments LLC
|
BUY
|
- |
1.51KNew |
$36K - $45.3K
|
1.51K
$69.5K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.29K+ 23.69% |
$30.7K - $38.7K
|
6.73K
$309K
|
|
|
Jul 17, 2020
Q2 2020
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
906New |
$21.6K - $27.2K
|
906
$41.6K
|
|
| Q4 2018 | |||||||
|
Feb 08, 2019
Q4 2018
|
Sandy Spring Bank
|
BUY
|
- |
950New |
$22.3K - $26.3K
|
950
$43.7K
|
|
| Q3 2018 | |||||||
|
Oct 17, 2018
Q3 2018
|
Founders Financial Securities LLC
|
BUY
|
- |
16.5KNew |
$423K - $463K
|
16.5K
$759K
|
|
|
Oct 30, 2018
Q3 2018
|
Dubuque Bank & Trust CO
|
BUY
|
- |
16KNew |
$409K - $448K
|
16K
$735K
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$24.8 - $26.2
|
1
$46
|
|